NAFA Committees
Government & Legal Affairs Committee
This committee meets on the third Wednesday of every month at 10 a.m. CST. View the committee’s 2024 priorities here. If you’re interested in joining, please contact Bailey Sorensen.
- Emily Kresowik – CHAIR
Asst, General Counsel
EquiTrust - Tyler Brown – VICE CHAIR
AVP and Head of Government Affairs
North American - Jodi Ahlman
SVP, General Counsel & Secretary
F&G Annuities & Life - Cliff Andrews
Principal
CapCity Advocates - Mark Banks
Vice President of Compliance
SILAC Insurance Company - Bryce Biklen
Chief Distribution Officer
North American - Priscilla Brown
General Counsel
ARCUS - Ryan Brown
Head of Sales/General Counsel
M&O Marketing - Ernest C’Debaca
General Counsel & COO
Magellan - Jamie Casto
AVP, Associate General Counsel
Nationwide - Chris Conroy
Executive VP & Principal
Insurance Agency Marketing Services, Inc. - Ria Cruz
VP,Compliance and Suitability
Magellan - Joy Dawe
VP, Market Conduct, Crump Life Insurance Services
Crump - Steve Delaney
Principal
American Brokerage Services - Andries Dupreez
Sr. Consultant Annuity Product Development
Lincoln Financial - Chris Eaken
VP of Compliance and Administration
Legacy Marketing Group - Mary Fowser
Sr. Compliance Analyst
Brokers International - Roman Gabriel
Sr. VP, Head of Gov’t Affairs
Lincoln Financial - Shawn Gallagher
Head of Federal Government Affairs
Corebridge Financial - Jason Gould
Of Counsel
Carlton Fields - Michelle Gordon
COO
Axonic Insurance - Gissou Gotlieb
Head of Accumulation & Retirement Income Compliance
AmeriLife - John Gruber
Senior VP
MassMutual Ascend Life Insurance - Matt Hargrafen
Head of Distribution Compliance and Government Relations
Guaranty Income Life Insurance Company - Angela Hollan
VP, Head of Government Affairs
Allianz - Julia Holloway
VP Marketing and Channel Solutions
Delaware Life - Pat Hughes
Partner
Faegre Drinker - James Huang
Second VP & Associate Counsel
The Standard - Heather Kane
Vice President of Sales & Marketing
EquiTrust - Ted Kennedy
Head State Government Affairs
Corebridge Financial - Will Kennedy
Vice President – Corporate Counsel
National Western Life - Jamie Kosharek
MD, head of Independent Channel
Global Atlantic - Tim Krupa
Compliance Project Manager
Corebridge Financial - Maia Leeds
Regulatory & Government Affairs
Global Atlantic Financial Group - Tony Lengeling
VP & Chief Compliance Officer
American Equity - Ryan Lex
Head of Retail Distribution
Talcott Financial Group - Adam Linkner
General Counsel
Signal Advisors - Blake Major
Senior Government Relations Partner
American Equity - Jared Margolies
Dir. of Compliance
Simplicity Group Holdings - Eric Marhoun
VP, Senior Counsel
Nassau Financial Group - Paul McGillivray
Business Development Director
M&O Marketing - Shannon McGinnis
Director of Compliance
Triad Partners - Kevin Mechtley
VP-Business Development and Chief Innovation Officer
North American - Bill Mescher
Legal Counsel, Legal and Compliance
Athene - Gina Miller
Vice President, Corporate Counsel
National Western Life Insurance Co. - Dave Milligan
Sr. Compliance Manager
Athene - Regina Molloy
Vice President, Assistant General Counsel
Global Atlantic Financial Group - Joseph Nowak
Senior Director of Advocacy & Public Policy
Nationwide - Marek Olearnik
AVP, Sr. Counsel, Operations
F&G Annuities & Life - Christina Parker
General Counsel
Simplicity Group Holdings - Andrew Payne
VP & General Counsel
CreativeOne - Alana Petty
Compliance Manager
Corebridge Financial - David Rauch
President & General Counsel
Annexus Management Company - Jennifer Relien
VP & Deputy General Counsel
Corebridge Financial - Nigel Riggins
Senior Counsel
SILAC Insurance Company - Rocky Robbins
Chief Compliance Officer & Corporate Counsel
Brokers International - Isaac Russell
Government Relations Director
Allianz - Lauren Scott
Sr. VP and Head of Regulatory & Government Affairs
Global Atlantic - Tab Shanafelt
Executive Vice President & Senior Adviser
ARCUS - Gary Sorensen
Director, Marketing and Sales
CL Life and Annuity - Eric Stanley
Director, Compliance Suitability
Athene - Lee Stiegemeier
Co-Founder/Chief Verbal Artist
CircleSideways - Derrick Vermillion
Chief Compliance Officer
Impact Partnership - Sam Ward
Government Affairs Manager
North American - Brian Williams
Co-Chief Executive Officer
Financial Independence Group - Dave Wolfe
General Counsel
Advisors Excel - Ashley Zeller
Chief Compliance Officer
American Life
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Membership Committee
This committee meets on the third Thursday of every month at 2 p.m. CST. View the committee’s 2024 priorities here. If you’re interested in joining, please contact Bailey Sorensen.
- Stephen Pandullo – CHAIR
VP of Relationship Management
Athene - Tom Bumbolow – VICE CHAIR
Head of Distribution & Business Development
American Life - Chris Bailey
Vice President – BGA Annuity Distribution
Nationwide - Aaron Barriage
VP, Regional Sales – Marketing
American Equity - Lauri Beck
Partner
Simplicity Group - Beau Blanchard
National Sales Manager
North American - Jay Brown
VP, Relationship Management
Delaware Life Marketing - Tony Compton
President of Annuity Marketing
Advisors Excel - Chris Coyne
VP, Global Markets Division
Goldman Sachs & Co. - Emily Cramer
Vice President, Business Development
Simplicity Group - Jill Esser
Chief Actuary
Magellan Financial - Paul Garofoli
Regional Vice President
The Standard - Wes Gilbreath
Chief Financial Officer
Annexus - Kim Humbert
VP Business Development – IMO
W&S Financial Group Distributors - Brendon Kelly
SVP, Retirement
Ash Brokerage - Jason Kestler
President
Highland Capital Brokerage - Paul Kruth
VP and National Sales Manager
W&S Financial Group Distributors - Dennis Mattern
VP – Market Development
CreativeOne - Kevin Mechtley
VP-Business Development and Chief Innovation Officer
North American - Jeff Miller
Internet Marketing, Business Development
Unshackled Management Group - James Morris
Compliance Director – Producer Activities
TruChoice - Michael Robinson
Business Development Consultant
Synchronize - Jeremy Rubin
Regional Vice President
Athene - Lori Seaton
Director, Strategic Business Development
North American - Tiya Stanley
VP of National Accounts
F&G - Doug Sue
SVP/Head of Insurance and 529 Solutions
Franklin Templeton Investment Solutions - Mackenzi Swenson
Sales & Marketing Development Manager
EquiTrust
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Education Committee
This committee meets on the last Thursday of every month at 2 p.m. CST. View the committee’s 2023 priorities here. If you’re interested in joining, please contact Bailey Sorensen.
- Chris Fuhrer – CHAIR
Vice President, Strategic Distribution Division
Unkefer & Associates - Patti Hausherr – VICE CHAIR
VP Sales Strategy Leader
Athene - Amanda Adams
VP of Annuity Sales
Tarkenton Financial - Jeff Barnes
National Accounts Senior Manager
EquiTrust - Ken Birk
Product Pricing & Development
American Life - Jay Brown
VP, Relationship Management
Delaware Life Marketing - Phillip Brzenk
Global Head of Multi-Asset Indices
S&P Dow Jones Indices - Dan Buerman
Director, Product & Distribution,
Delaware Life Marketing - Tom Bumbolow
Head of Distribution & Business Development
American Life - Patricia Carreiro
Shareholder
Carlton Fields - Kimberly Davis
Sr. Operations & Sales Specialist
Delaware Life Marketing - Jack Delsing
Sales Manager, IMO Channel – Annuities
Securian Financial Group, Inc. - Anna Dickson
Co–Founder
Circle Sideways - Jill Esser
Chief Actuary
Magellan Financial - Alan Grissom
Industry Consultant
Grissom Enterprises - Maureen James
Co–Owner
Summit Compliance Group - Bill Kauffman
Vice President, Financial Solutions
Senior Market Sales, Inc - Tom Kostek
Manager, Business Development & Internal Marketing Operations
American Equity - Joshua Levine
Director, Equity Derivatives & Insurance Solutions
BofA Securities, Inc. - Jeffrey Maldonado
Senior Director, Public Relations & Content Strategy
AmeriLife - Jeff Maxey
Senior VP, Director of Sales
InsurMark - Shannon McGinnis
Director of Compliance
Triad Partners - Chris Mechem
Sr. Strategic Account Manager
Invesco - Branislav Nikolic
Managing Director, head of Insurance
The Index Standard - Pratik Pareek
Managing Director
Goldman, Sachs & Co. - Ann Raible
AVP, Annuity Alternative Distribution
Nationwide - Adam Rivituso
Director, Third Party Consultants
Invesco - Heather Schreiber
Founder
HLS Retirement Consulting, LLC - Mark Schubert
Chief Sales Officer
Highland Capital Brokerage - Lori Seaton
Dir. of Strategy & Business Development
North American - Tiya Stanley
VP of National Accounts
F&G - Lee Stiegemeier
Co–Founder
Circle Sideways - Kelsey Stokes
Sales Head, Insurance
S&P Dow Jones Indices - Matt Tarkenton
Executive VP
Tarkenton Financial - Eric Taylor
SVP, Distribution – Independent Annuities
CoreBridge - Josh Woodvine
Regional Vice President
Midland National Life Insurance Company - Igor Zamkovsky
Product Strategist
BlackRock
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